$241 Million is the total value of Ritter Daniher Financial Advisory LLC / DE's 331 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 19.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $56,512,741 | +12.9% | 126,793 | +4.1% | 23.40% | +6.4% |
| DGRO | Buy | ISHARES TRcore div grwth | $25,305,537 | +3.6% | 491,084 | +0.6% | 10.48% | -2.3% |
| IEFA | Buy | ISHARES TRcore msci eafe | $21,714,804 | +2.9% | 321,701 | +1.9% | 8.99% | -3.0% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $20,899,435 | +11.2% | 79,927 | +6.4% | 8.66% | +4.8% |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $16,627,759 | +6.3% | 309,009 | +4.5% | 6.89% | +0.2% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $14,943,248 | +10.8% | 149,957 | +7.5% | 6.19% | +4.4% |
| PG | Sell | PROCTER AND GAMBLE CO | $11,236,186 | +2.0% | 74,049 | -0.0% | 4.65% | -3.9% |
| LCNB | LCNB CORP | $8,285,659 | -9.7% | 561,359 | 0.0% | 3.43% | -14.9% | |
| AAPL | Buy | APPLE INC | $7,431,481 | +20.0% | 38,313 | +2.0% | 3.08% | +13.1% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $5,432,894 | +14.8% | 98,191 | +13.3% | 2.25% | +8.2% |
| JMST | Sell | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $3,498,396 | -19.4% | 69,070 | -19.1% | 1.45% | -24.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,496,343 | +16.9% | 17,164 | +4.8% | 1.03% | +10.2% |
| CTAS | Sell | CINTAS CORP | $2,437,184 | +6.8% | 4,903 | -0.6% | 1.01% | +0.6% |
| MSFT | Sell | MICROSOFT CORP | $2,327,143 | +12.5% | 6,834 | -4.7% | 0.96% | +6.1% |
| AMZN | Buy | AMAZON COM INC | $2,141,171 | +27.7% | 16,425 | +1.2% | 0.89% | +20.4% |
| LDUR | Sell | PIMCO ETF TRenhncd lw dur ac | $1,674,004 | -47.2% | 17,858 | -46.5% | 0.69% | -50.3% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $1,307,501 | +6.4% | 13,531 | +0.3% | 0.54% | +0.4% |
| EFG | Buy | ISHARES TReafe grwth etf | $1,089,678 | +14.5% | 11,421 | +12.4% | 0.45% | +7.9% |
| GOOGL | ALPHABET INCcap stk cl a | $1,009,071 | +15.4% | 8,430 | 0.0% | 0.42% | +8.9% | |
| IVOO | Sell | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $978,886 | -5.6% | 11,050 | -9.8% | 0.40% | -11.2% |
| NEE | Sell | NEXTERA ENERGY INC | $978,333 | -3.8% | 13,185 | -0.1% | 0.40% | -9.4% |
| IWR | ISHARES TRrus mid cap etf | $956,474 | +4.4% | 13,097 | 0.0% | 0.40% | -1.5% | |
| COST | Buy | COSTCO WHSL CORP NEW | $889,809 | +9.7% | 1,653 | +1.3% | 0.37% | +3.7% |
| EFA | Sell | ISHARES TRmsci eafe etf | $877,658 | -6.5% | 12,106 | -7.8% | 0.36% | -12.1% |
| VOO | Sell | VANGUARD INDEX FDS | $871,172 | +7.8% | 2,139 | -0.4% | 0.36% | +1.7% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $847,871 | -3.2% | 16,190 | -10.6% | 0.35% | -8.8% |
| Sell | AMERICAN CENTY ETF TRinternational lr | $790,676 | -15.4% | 16,259 | -16.1% | 0.33% | -20.4% | |
| TSLA | Buy | TESLA INC | $774,054 | +27.9% | 2,957 | +1.4% | 0.32% | +20.7% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $760,031 | +2.4% | 16,458 | +0.1% | 0.32% | -3.4% |
| VIOO | Sell | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $754,050 | -5.3% | 8,206 | -8.5% | 0.31% | -10.9% |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $735,323 | -18.6% | 6,398 | -22.1% | 0.30% | -23.2% |
| PFE | PFIZER INC | $715,040 | -10.1% | 19,494 | 0.0% | 0.30% | -15.4% | |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $711,989 | +32.3% | 10,102 | +19.9% | 0.30% | +24.5% |
| XOM | Buy | EXXON MOBIL CORP | $709,888 | -2.0% | 6,619 | +0.2% | 0.29% | -7.5% |
| IJK | ISHARES TRs&p mc 400gr etf | $677,850 | +4.9% | 9,038 | 0.0% | 0.28% | -1.1% | |
| EFV | ISHARES TReafe value etf | $649,532 | +0.8% | 13,272 | 0.0% | 0.27% | -4.9% | |
| CVX | Buy | CHEVRON CORP NEW | $639,998 | -2.5% | 4,067 | +1.1% | 0.26% | -8.3% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $626,168 | -0.9% | 3,855 | -6.1% | 0.26% | -6.8% |
| SPY | SPDR S&P 500 ETF TRtr unit | $613,057 | +8.3% | 1,383 | 0.0% | 0.25% | +2.0% | |
| LECO | LINCOLN ELEC HLDGS INC | $576,027 | +17.5% | 2,900 | 0.0% | 0.24% | +10.6% | |
| IWM | Sell | ISHARES TRrussell 2000 etf | $562,185 | +3.9% | 3,002 | -1.0% | 0.23% | -2.1% |
| IVE | ISHARES TRs&p 500 val etf | $537,086 | +6.2% | 3,332 | 0.0% | 0.22% | 0.0% | |
| GOOG | ALPHABET INCcap stk cl c | $528,639 | +16.3% | 4,370 | 0.0% | 0.22% | +9.5% | |
| LLY | Buy | LILLY ELI & CO | $513,065 | +58.3% | 1,094 | +15.9% | 0.21% | +49.3% |
| JHMM | Sell | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $462,714 | -9.2% | 9,312 | -12.5% | 0.19% | -14.3% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $428,286 | -20.1% | 4,504 | -21.4% | 0.18% | -25.0% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $419,414 | +13.8% | 1,904 | +5.5% | 0.17% | +7.4% |
| TGRW | Sell | T ROWE PRICE ETF INCprice grw stock | $404,177 | +14.3% | 14,626 | -0.5% | 0.17% | +7.7% |
| BMY | BRISTOL-MYERS SQUIBB CO | $390,442 | -7.7% | 6,105 | 0.0% | 0.16% | -12.9% | |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $387,168 | -10.8% | 3,614 | -14.4% | 0.16% | -16.2% |
| GLD | SPDR GOLD TR | $375,437 | -2.7% | 2,106 | 0.0% | 0.16% | -8.8% | |
| RCL | ROYAL CARIBBEAN GROUP | $322,839 | +58.9% | 3,112 | 0.0% | 0.13% | +50.6% | |
| KR | KROGER CO | $321,104 | -4.8% | 6,832 | 0.0% | 0.13% | -10.1% | |
| UNH | UNITEDHEALTH GROUP INC | $296,082 | +1.7% | 616 | 0.0% | 0.12% | -3.9% | |
| KO | COCA COLA CO | $294,296 | -2.9% | 4,887 | 0.0% | 0.12% | -8.3% | |
| PEP | PEPSICO INC | $290,240 | +1.6% | 1,567 | 0.0% | 0.12% | -4.8% | |
| IWD | ISHARES TRrus 1000 val etf | $281,462 | +3.7% | 1,783 | 0.0% | 0.12% | -1.7% | |
| LIT | Buy | GLOBAL X FDSlithium btry etf | $278,611 | +6.3% | 4,285 | +3.9% | 0.12% | 0.0% |
| FITB | Buy | FIFTH THIRD BANCORP | $274,341 | +3.1% | 10,467 | +4.8% | 0.11% | -2.6% |
| NSC | NORFOLK SOUTHN CORP | $272,112 | +7.0% | 1,200 | 0.0% | 0.11% | +0.9% | |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $257,145 | -0.5% | 2,625 | -0.5% | 0.11% | -7.0% |
| DSI | ISHARES TRmsci kld400 soc | $252,510 | +7.9% | 3,000 | 0.0% | 0.10% | +1.9% | |
| OUNZ | VANECK MERK GOLD TRgold trust | $253,611 | -2.6% | 13,635 | 0.0% | 0.10% | -7.9% | |
| DUK | Buy | DUKE ENERGY CORP NEW | $238,614 | -6.9% | 2,659 | +0.1% | 0.10% | -12.4% |
| NVDA | Sell | NVIDIA CORPORATION | $224,628 | +50.3% | 531 | -1.3% | 0.09% | +40.9% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $219,662 | +9.7% | 2,245 | +1.5% | 0.09% | +3.4% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $218,362 | +11.9% | 1,988 | +8.2% | 0.09% | +4.7% |
| AVGO | Sell | BROADCOM INC | $196,907 | +1.6% | 227 | -24.8% | 0.08% | -3.5% |
| HD | Sell | HOME DEPOT INC | $182,346 | +4.9% | 587 | -0.3% | 0.08% | 0.0% |
| USB | Sell | US BANCORP DEL | $180,729 | -13.1% | 5,470 | -5.2% | 0.08% | -17.6% |
| DIMENSIONAL ETF TRUSTus mktwide value | $172,500 | +3.0% | 5,000 | 0.0% | 0.07% | -4.1% | ||
| ISRG | INTUITIVE SURGICAL INC | $168,919 | +33.8% | 494 | 0.0% | 0.07% | +27.3% | |
| LULU | Sell | LULULEMON ATHLETICA INC | $166,162 | -6.9% | 439 | -10.4% | 0.07% | -11.5% |
| PWR | QUANTA SVCS INC | $158,143 | +17.9% | 805 | 0.0% | 0.06% | +10.2% | |
| NFLX | Buy | NETFLIX INC | $156,381 | +319.0% | 355 | +228.7% | 0.06% | +306.2% |
| MCD | MCDONALDS CORP | $150,698 | +6.7% | 505 | 0.0% | 0.06% | 0.0% | |
| CSX | CSX CORP | $148,335 | +13.9% | 4,350 | 0.0% | 0.06% | +7.0% | |
| BAC | Buy | BANK AMERICA CORP | $145,000 | +88.2% | 5,054 | +87.6% | 0.06% | +76.5% |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $142,398 | -29.5% | 2,840 | -29.3% | 0.06% | -33.7% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $143,632 | -33.7% | 4,029 | -35.3% | 0.06% | -37.9% |
| IWF | ISHARES TRrus 1000 grw etf | $142,269 | +12.6% | 517 | 0.0% | 0.06% | +5.4% | |
| TTD | Buy | THE TRADE DESK INC | $139,614 | +37.4% | 1,808 | +8.4% | 0.06% | +28.9% |
| EEM | ISHARES TRmsci emg mkt etf | $137,274 | +0.3% | 3,470 | 0.0% | 0.06% | -5.0% | |
| JNJ | JOHNSON & JOHNSON | $137,713 | +6.8% | 832 | 0.0% | 0.06% | 0.0% | |
| SPHB | INVESCO EXCH TRADED FD TR IIs&p 500 hb etf | $130,245 | +9.2% | 1,705 | 0.0% | 0.05% | +3.8% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $131,162 | +2.1% | 980 | 0.0% | 0.05% | -3.6% | |
| ORLY | OREILLY AUTOMOTIVE INC | $127,055 | +12.5% | 133 | 0.0% | 0.05% | +6.0% | |
| AGG | Buy | ISHARES TRcore us aggbd et | $125,376 | -1.3% | 1,280 | +0.4% | 0.05% | -7.1% |
| ON | ON SEMICONDUCTOR CORP | $125,792 | +14.9% | 1,330 | 0.0% | 0.05% | +8.3% | |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $124,516 | -6.5% | 1,753 | -10.7% | 0.05% | -11.9% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $120,537 | +6.3% | 326 | -7.6% | 0.05% | 0.0% |
| BX | Buy | BLACKSTONE INC | $119,610 | +6.9% | 1,287 | +1.0% | 0.05% | +2.0% |
| DVY | ISHARES TRselect divid etf | $121,335 | -3.3% | 1,071 | 0.0% | 0.05% | -9.1% | |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $119,099 | -12.0% | 1,576 | -11.0% | 0.05% | -16.9% |
| OXY | Buy | OCCIDENTAL PETE CORP | $118,168 | -5.5% | 2,010 | +0.3% | 0.05% | -10.9% |
| DFAS | DIMENSIONAL ETF TRUSTus small cap etf | $115,080 | +4.0% | 2,100 | 0.0% | 0.05% | -2.0% | |
| EFAV | New | ISHARES TRmsci eafe min vl | $113,738 | – | 1,685 | +100.0% | 0.05% | – |
| ADBE | ADOBE SYSTEMS INCORPORATED | $110,512 | +26.9% | 226 | 0.0% | 0.05% | +21.1% | |
| VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $110,480 | +1.1% | 1,000 | 0.0% | 0.05% | -4.2% | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $111,517 | +8.5% | 1,105 | 0.0% | 0.05% | +2.2% | |
| INTC | Sell | INTEL CORP | $107,544 | -6.9% | 3,216 | -9.0% | 0.04% | -11.8% |
| MA | MASTERCARD INCORPORATEDcl a | $109,731 | +8.2% | 279 | 0.0% | 0.04% | 0.0% | |
| ABBV | ABBVIE INC | $102,126 | -15.5% | 758 | 0.0% | 0.04% | -20.8% | |
| PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $98,683 | +5.7% | 1,750 | 0.0% | 0.04% | 0.0% | |
| VRTX | VERTEX PHARMACEUTICALS INC | $93,609 | +11.7% | 266 | 0.0% | 0.04% | +5.4% | |
| OEF | Sell | ISHARES TRs&p 100 etf | $92,142 | +10.5% | 445 | -0.2% | 0.04% | +2.7% |
| IT | GARTNER INC | $90,731 | +7.5% | 259 | 0.0% | 0.04% | +2.7% | |
| ANTM | ELEVANCE HEALTH INC | $89,747 | -3.4% | 202 | 0.0% | 0.04% | -9.8% | |
| DIS | Sell | DISNEY WALT CO | $89,108 | -57.6% | 998 | -52.4% | 0.04% | -59.8% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $86,024 | -32.1% | 1,964 | -35.0% | 0.04% | -35.7% |
| ACN | Buy | ACCENTURE PLC IRELAND | $87,329 | +23.2% | 283 | +14.1% | 0.04% | +16.1% |
| PNC | PNC FINL SVCS GROUP INC | $80,734 | -0.9% | 641 | 0.0% | 0.03% | -8.3% | |
| WMT | Buy | WALMART INC | $79,534 | +14.5% | 506 | +7.4% | 0.03% | +6.5% |
| WOR | WORTHINGTON INDS INC | $79,948 | +7.5% | 1,151 | 0.0% | 0.03% | 0.0% | |
| MCK | MCKESSON CORP | $74,352 | +20.0% | 174 | 0.0% | 0.03% | +14.8% | |
| CNI | CANADIAN NATL RY CO | $72,642 | +2.6% | 600 | 0.0% | 0.03% | -3.2% | |
| DE | DEERE & CO | $70,098 | -1.9% | 173 | 0.0% | 0.03% | -6.5% | |
| ASML | Buy | ASML HOLDING N V | $68,852 | +26.4% | 95 | +18.8% | 0.03% | +20.8% |
| DFAT | Sell | DIMENSIONAL ETF TRUSTus targeted vlu | $70,374 | -0.7% | 1,517 | -4.7% | 0.03% | -6.5% |
| COP | CONOCOPHILLIPS | $67,347 | +4.4% | 650 | 0.0% | 0.03% | 0.0% | |
| SBUX | Buy | STARBUCKS CORP | $68,649 | +6.3% | 693 | +11.8% | 0.03% | 0.0% |
| IEMG | ISHARES INCcore msci emkt | $64,176 | +1.0% | 1,302 | 0.0% | 0.03% | -3.6% | |
| NUE | NUCOR CORP | $65,592 | +6.2% | 400 | 0.0% | 0.03% | 0.0% | |
| IWB | ISHARES TRrus 1000 etf | $62,642 | +8.2% | 257 | 0.0% | 0.03% | +4.0% | |
| TSCO | TRACTOR SUPPLY CO | $60,361 | -5.9% | 273 | 0.0% | 0.02% | -10.7% | |
| DIMENSIONAL ETF TRUSTworld ex us core | $57,693 | +1.1% | 2,475 | 0.0% | 0.02% | -4.0% | ||
| TMO | THERMO FISHER SCIENTIFIC INC | $57,915 | -9.5% | 111 | 0.0% | 0.02% | -14.3% | |
| MRK | MERCK & CO INC | $56,772 | +8.5% | 492 | 0.0% | 0.02% | +4.3% | |
| HBAN | New | HUNTINGTON BANCSHARES INC | $56,186 | – | 5,212 | +100.0% | 0.02% | – |
| DD | Buy | DUPONT DE NEMOURS INC | $55,795 | +6.5% | 781 | +7.0% | 0.02% | 0.0% |
| URI | UNITED RENTALS INC | $55,672 | +12.5% | 125 | 0.0% | 0.02% | +4.5% | |
| AXP | AMERICAN EXPRESS CO | $56,615 | +5.6% | 325 | 0.0% | 0.02% | -4.2% | |
| ITW | Buy | ILLINOIS TOOL WKS INC | $53,785 | +33.9% | 215 | +30.3% | 0.02% | +22.2% |
| ADP | AUTOMATIC DATA PROCESSING IN | $54,069 | -1.3% | 246 | 0.0% | 0.02% | -8.3% | |
| DRIV | GLOBAL X FDSautonmous ev etf | $52,080 | +9.2% | 2,000 | 0.0% | 0.02% | +4.8% | |
| SRE | SEMPRA | $50,957 | -3.7% | 350 | 0.0% | 0.02% | -8.7% | |
| SHY | ISHARES TR1 3 yr treas bd | $48,648 | -1.3% | 600 | 0.0% | 0.02% | -9.1% | |
| CMA | New | COMERICA INC | $47,105 | – | 1,112 | +100.0% | 0.02% | – |
| SJM | SMUCKER J M CO | $48,879 | -6.2% | 331 | 0.0% | 0.02% | -13.0% | |
| CTVA | Buy | CORTEVA INC | $44,694 | +1.7% | 780 | +7.0% | 0.02% | 0.0% |
| PHILLIPS EDISON & CO INC | $45,361 | +4.5% | 1,331 | 0.0% | 0.02% | 0.0% | ||
| LNG | CHENIERE ENERGY INC | $45,556 | -3.3% | 299 | 0.0% | 0.02% | -9.5% | |
| ENB | ENBRIDGE INC | $46,401 | -2.6% | 1,249 | 0.0% | 0.02% | -9.5% | |
| V | VISA INC | $42,509 | +5.3% | 179 | 0.0% | 0.02% | 0.0% | |
| IYH | New | ISHARES TRus hlthcare etf | $42,879 | – | 153 | +100.0% | 0.02% | – |
| HUM | HUMANA INC | $40,242 | -7.9% | 90 | 0.0% | 0.02% | -10.5% | |
| LDOS | LEIDOS HOLDINGS INC | $42,117 | -3.9% | 476 | 0.0% | 0.02% | -10.5% | |
| REGN | REGENERON PHARMACEUTICALS | $41,676 | -12.6% | 58 | 0.0% | 0.02% | -19.0% | |
| CINF | CINCINNATI FINL CORP | $41,848 | -13.2% | 430 | 0.0% | 0.02% | -19.0% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $41,154 | +5.6% | 200 | 0.0% | 0.02% | 0.0% | |
| DOW | Buy | DOW INC | $41,437 | +4.0% | 778 | +7.0% | 0.02% | -5.6% |
| New | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $37,487 | – | 775 | +100.0% | 0.02% | – | |
| IVOG | VANGUARD ADMIRAL FDS INCmidcp 400 grth | $38,334 | +5.2% | 410 | 0.0% | 0.02% | 0.0% | |
| T | Buy | AT&T INC | $35,920 | +215.7% | 2,252 | +281.0% | 0.02% | +200.0% |
| WPC | WP CAREY INC | $36,686 | -12.8% | 543 | 0.0% | 0.02% | -16.7% | |
| New | J P MORGAN EXCHANGE TRADED Factive value etf | $35,611 | – | 670 | +100.0% | 0.02% | – | |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $33,005 | -0.4% | 1,340 | -0.9% | 0.01% | -6.7% |
| LINDE PLC | $34,298 | +7.2% | 90 | 0.0% | 0.01% | 0.0% | ||
| ZBH | ZIMMER BIOMET HOLDINGS INC | $32,615 | +12.7% | 224 | 0.0% | 0.01% | +7.7% | |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $30,205 | -0.1% | 403 | -13.1% | 0.01% | 0.0% |
| TGT | TARGET CORP | $29,678 | -20.4% | 225 | 0.0% | 0.01% | -25.0% | |
| LOW | LOWES COS INC | $28,890 | +12.9% | 128 | 0.0% | 0.01% | +9.1% | |
| Buy | GENERAL ELECTRIC CO | $28,364 | +53.6% | 258 | +33.7% | 0.01% | +50.0% | |
| NVO | NOVO-NORDISK A Sadr | $28,321 | +1.7% | 175 | 0.0% | 0.01% | 0.0% | |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $27,910 | +5.9% | 416 | +3.5% | 0.01% | 0.0% |
| TIP | ISHARES TRtips bd etf | $25,993 | -2.4% | 242 | 0.0% | 0.01% | -8.3% | |
| MO | Sell | ALTRIA GROUP INC | $27,180 | -39.1% | 600 | -40.0% | 0.01% | -45.0% |
| MDLZ | MONDELEZ INTL INCcl a | $27,499 | +4.6% | 377 | 0.0% | 0.01% | -8.3% | |
| SO | SOUTHERN CO | $24,588 | +1.0% | 350 | 0.0% | 0.01% | -9.1% | |
| PJP | New | INVESCO EXCHANGE TRADED FD Tdynmc phrmctls | $25,258 | – | 334 | +100.0% | 0.01% | – |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $23,602 | -0.7% | 325 | 0.0% | 0.01% | 0.0% | |
| AA | ALCOA CORP | $24,871 | -20.3% | 733 | 0.0% | 0.01% | -28.6% | |
| AON | AON PLC | $24,164 | +9.5% | 70 | 0.0% | 0.01% | 0.0% | |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $21,088 | -11.4% | 253 | +8.6% | 0.01% | -10.0% |
| AFG | Buy | AMERICAN FINL GROUP INC OHIO | $21,499 | -1.8% | 181 | +0.6% | 0.01% | -10.0% |
| EMR | EMERSON ELEC CO | $22,598 | +3.7% | 250 | 0.0% | 0.01% | -10.0% | |
| DAL | DELTA AIR LINES INC DEL | $21,869 | +36.1% | 460 | 0.0% | 0.01% | +28.6% | |
| ED | CONSOLIDATED EDISON INC | $22,600 | -5.5% | 250 | 0.0% | 0.01% | -18.2% | |
| VIGI | VANGUARD WHITEHALL FDSintl dvd etf | $19,449 | +1.9% | 259 | 0.0% | 0.01% | 0.0% | |
| GPC | GENUINE PARTS CO | $20,477 | +1.1% | 121 | 0.0% | 0.01% | -11.1% | |
| ORI | OLD REP INTL CORP | $18,878 | +0.8% | 750 | 0.0% | 0.01% | 0.0% | |
| MDT | Buy | MEDTRONIC PLC | $20,263 | +47.8% | 230 | +35.3% | 0.01% | +33.3% |
| RY | ROYAL BK CDA | $19,102 | -0.1% | 200 | 0.0% | 0.01% | 0.0% | |
| UNP | UNION PAC CORP | $18,416 | +1.7% | 90 | 0.0% | 0.01% | 0.0% | |
| WTRG | ESSENTIAL UTILS INC | $19,955 | -8.6% | 500 | 0.0% | 0.01% | -20.0% | |
| DECK | DECKERS OUTDOOR CORP | $15,830 | +17.4% | 30 | 0.0% | 0.01% | +16.7% | |
| LAND | GLADSTONE LD CORP | $17,312 | -2.3% | 1,064 | 0.0% | 0.01% | -12.5% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $17,925 | -7.6% | 100 | 0.0% | 0.01% | -22.2% | |
| CLX | CLOROX CO DEL | $15,904 | +0.5% | 100 | 0.0% | 0.01% | 0.0% | |
| MMM | 3M CO | $17,516 | -4.8% | 175 | 0.0% | 0.01% | -12.5% | |
| FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $15,726 | -45.3% | 487 | -47.0% | 0.01% | -46.2% |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $17,519 | – | 241 | +100.0% | 0.01% | – |
| RNRG | GLOBAL X FDSrenewable energy | $15,396 | -3.2% | 1,284 | 0.0% | 0.01% | -14.3% | |
| IYC | ISHARES TRus consum discre | $13,522 | +10.0% | 190 | 0.0% | 0.01% | +20.0% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $14,468 | +2.5% | 109 | 0.0% | 0.01% | 0.0% | |
| USMV | ISHARES TRmsci usa min vol | $13,677 | +2.2% | 184 | 0.0% | 0.01% | 0.0% | |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $13,619 | – | 180 | +100.0% | 0.01% | – |
| CSCO | Buy | CISCO SYS INC | $14,436 | +66.4% | 279 | +68.1% | 0.01% | +50.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $13,582 | +53.7% | 365 | +60.8% | 0.01% | +50.0% |
| NKE | NIKE INCcl b | $13,797 | -10.0% | 125 | 0.0% | 0.01% | -14.3% | |
| WM | WASTE MGMT INC DEL | $11,446 | +6.3% | 66 | 0.0% | 0.01% | 0.0% | |
| ANET | New | ARISTA NETWORKS INC | $11,345 | – | 70 | +100.0% | 0.01% | – |
| MMC | MARSH & MCLENNAN COS INC | $12,226 | +12.9% | 65 | 0.0% | 0.01% | 0.0% | |
| MKL | MARKEL GROUP INC | $11,066 | +8.3% | 8 | 0.0% | 0.01% | +25.0% | |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $10,921 | +2.0% | 144 | 0.0% | 0.01% | 0.0% | |
| CC | Buy | CHEMOURS CO | $12,728 | +30.8% | 345 | +6.2% | 0.01% | +25.0% |
| NIO | NIO INCspon ads | $11,299 | -7.8% | 1,166 | 0.0% | 0.01% | 0.0% | |
| CL | COLGATE PALMOLIVE CO | $11,556 | +2.5% | 150 | 0.0% | 0.01% | 0.0% | |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $11,228 | +891.9% | 276 | +885.7% | 0.01% | – |
| HRL | New | HORMEL FOODS CORP | $12,066 | – | 300 | +100.0% | 0.01% | – |
| ITA | ISHARES TRus aer def etf | $11,667 | +1.4% | 100 | 0.0% | 0.01% | 0.0% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $11,780 | -3.3% | 180 | 0.0% | 0.01% | 0.0% | |
| IWN | ISHARES TRrus 2000 val etf | $10,999 | +2.8% | 78 | 0.0% | 0.01% | 0.0% | |
| BP | BP PLCsponsored adr | $12,458 | -7.0% | 353 | 0.0% | 0.01% | -16.7% | |
| CARR | CARRIER GLOBAL CORPORATION | $9,942 | +8.7% | 200 | 0.0% | 0.00% | 0.0% | |
| AEP | AMERICAN ELEC PWR CO INC | $10,104 | -7.5% | 120 | 0.0% | 0.00% | -20.0% | |
| New | ATLASSIAN CORPORATIONcl a | $10,069 | – | 60 | +100.0% | 0.00% | – | |
| AXON | New | AXON ENTERPRISE INC | $9,756 | – | 50 | +100.0% | 0.00% | – |
| CM | CANADIAN IMPERIAL BK COMM TO | $8,536 | +0.6% | 200 | 0.0% | 0.00% | 0.0% | |
| GD | GENERAL DYNAMICS CORP | $8,606 | -5.7% | 40 | 0.0% | 0.00% | 0.0% | |
| GLOBAL X FDSsolar etf | $10,761 | -11.1% | 581 | 0.0% | 0.00% | -20.0% | ||
| LHX | L3HARRIS TECHNOLOGIES INC | $10,376 | -0.2% | 53 | 0.0% | 0.00% | -20.0% | |
| MELI | New | MERCADOLIBRE INC | $9,477 | – | 8 | +100.0% | 0.00% | – |
| PLD | Sell | PROLOGIS INC. | $9,075 | -41.3% | 74 | -40.3% | 0.00% | -42.9% |
| SCHN | SCHNITZER STEEL INDS INCcl a | $8,997 | -3.6% | 300 | 0.0% | 0.00% | 0.0% | |
| SHOP | New | SHOPIFY INCcl a | $9,690 | – | 150 | +100.0% | 0.00% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $8,587 | – | 39 | +100.0% | 0.00% | – |
| VICI | New | VICI PPTYS INC | $10,372 | – | 330 | +100.0% | 0.00% | – |
| WD | New | WALKER & DUNLOP INC | $10,282 | – | 130 | +100.0% | 0.00% | – |
| XT | ISHARES TRexponential tech | $6,950 | +5.5% | 125 | 0.0% | 0.00% | 0.0% | |
| ORCL | Sell | ORACLE CORP | $7,265 | -81.7% | 61 | -85.7% | 0.00% | -82.4% |
| BDX | New | BECTON DICKINSON & CO | $6,073 | – | 23 | +100.0% | 0.00% | – |
| CVS | CVS HEALTH CORP | $6,919 | -7.0% | 100 | 0.0% | 0.00% | 0.0% | |
| CCL | CARNIVAL CORP | $7,532 | +85.5% | 400 | 0.0% | 0.00% | +50.0% | |
| COIN | COINBASE GLOBAL INC | $7,155 | +5.9% | 100 | 0.0% | 0.00% | 0.0% | |
| VTV | New | VANGUARD INDEX FDSvalue etf | $7,248 | – | 51 | +100.0% | 0.00% | – |
| ATVI | ACTIVISION BLIZZARD INC | $8,430 | -1.5% | 100 | 0.0% | 0.00% | -25.0% | |
| Buy | GE HEALTHCARE TECHNOLOGIES I | $6,744 | +32.6% | 83 | +33.9% | 0.00% | +50.0% | |
| IP | INTERNATIONAL PAPER CO | $7,953 | -11.8% | 250 | 0.0% | 0.00% | -25.0% | |
| IGV | ISHARES TRexpanded tech | $6,227 | +13.5% | 18 | 0.0% | 0.00% | +50.0% | |
| EWA | ISHARES INCmsci aust etf | $6,765 | -1.7% | 300 | 0.0% | 0.00% | 0.0% | |
| RIVIAN AUTOMOTIVE INC | $6,615 | +7.6% | 397 | 0.0% | 0.00% | 0.0% | ||
| DTE | DTE ENERGY CO | $7,676 | +0.4% | 70 | 0.0% | 0.00% | 0.0% | |
| WFC | WELLS FARGO CO NEW | $6,829 | +14.2% | 160 | 0.0% | 0.00% | 0.0% | |
| EVRG | EVERGY INC | $6,952 | -4.4% | 119 | 0.0% | 0.00% | 0.0% | |
| Buy | WARNER BROS DISCOVERY INC | $6,822 | +218.0% | 544 | +283.1% | 0.00% | +200.0% | |
| DBC | INVESCO DB COMMDY INDX TRCKunit | $4,540 | -4.4% | 200 | 0.0% | 0.00% | 0.0% | |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $5,401 | +4.4% | 33 | 0.0% | 0.00% | 0.0% | |
| PDBC | New | INVESCO ACTVELY MNGD ETC FDoptimum yield | $3,837 | – | 282 | +100.0% | 0.00% | – |
| NU HLDGS LTD | $3,945 | +65.8% | 500 | 0.0% | 0.00% | +100.0% | ||
| ETR | ENTERGY CORP NEW | $5,356 | -9.6% | 55 | 0.0% | 0.00% | -33.3% | |
| AMGN | AMGEN INC | $5,861 | -7.3% | 26 | 0.0% | 0.00% | -33.3% | |
| SDY | SPDR SER TRs&p divid etf | $4,781 | -0.9% | 39 | 0.0% | 0.00% | 0.0% | |
| PAVE | GLOBAL X FDSus infr dev etf | $3,929 | +10.9% | 125 | 0.0% | 0.00% | 0.0% | |
| FBMS | FIRST BANCSHARES INC MS | $5,220 | +0.0% | 202 | 0.0% | 0.00% | 0.0% | |
| F | Buy | FORD MTR CO DEL | $4,594 | +21.5% | 304 | +1.3% | 0.00% | 0.0% |
| GXTG | Buy | GLOBAL X FDSthmatc gwt etf | $5,066 | +7.5% | 190 | +2.7% | 0.00% | 0.0% |
| PM | Sell | PHILIP MORRIS INTL INC | $5,858 | -79.9% | 60 | -80.0% | 0.00% | -84.6% |
| BW | BABCOCK & WILCOX ENTERPRISES | $5,900 | -2.6% | 1,000 | 0.0% | 0.00% | -33.3% | |
| LW | LAMB WESTON HLDGS INC | $4,713 | +10.0% | 41 | 0.0% | 0.00% | 0.0% | |
| ESGD | New | ISHARES TResg aw msci eafe | $4,230 | – | 58 | +100.0% | 0.00% | – |
| ESGU | New | ISHARES TResg awr msci usa | $4,191 | – | 43 | +100.0% | 0.00% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $5,789 | – | 35 | +100.0% | 0.00% | – |
| CB | New | CHUBB LIMITED | $4,622 | – | 24 | +100.0% | 0.00% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $4,763 | – | 57 | +100.0% | 0.00% | – |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $4,982 | – | 36 | +100.0% | 0.00% | – |
| FINX | GLOBAL X FDSfintech etf | $2,870 | +6.0% | 130 | 0.0% | 0.00% | 0.0% | |
| MRVL | MARVELL TECHNOLOGY INC | $3,494 | +38.3% | 58 | 0.0% | 0.00% | 0.0% | |
| USHY | New | ISHARES TRbroad usd high | $2,471 | – | 70 | +100.0% | 0.00% | – |
| CRM | SALESFORCE INC | $2,747 | +5.7% | 13 | 0.0% | 0.00% | 0.0% | |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $2,432 | +8.4% | 47 | 0.0% | 0.00% | 0.0% | |
| IGRO | ISHARES TRintl div grwth | $1,365 | +2.3% | 22 | 0.0% | 0.00% | 0.0% | |
| ESGE | New | ISHARES INCesg awr msci em | $1,234 | – | 39 | +100.0% | 0.00% | – |
| SOXX | ISHARES TRishares semicdtr | $3,044 | +14.1% | 6 | 0.0% | 0.00% | 0.0% | |
| INTU | INTUIT | $1,833 | +2.7% | 4 | 0.0% | 0.00% | 0.0% | |
| TXRH | Buy | TEXAS ROADHOUSE INC | $2,022 | +107.8% | 18 | +100.0% | 0.00% | – |
| URA | GLOBAL X FDSglobal x uranium | $2,084 | +8.9% | 96 | 0.0% | 0.00% | 0.0% | |
| MU | MICRON TECHNOLOGY INC | $1,894 | +4.6% | 30 | 0.0% | 0.00% | 0.0% | |
| EDOC | GLOBAL X FDStelmdc&dig etf | $2,326 | -0.8% | 200 | 0.0% | 0.00% | 0.0% | |
| CTEC | GLOBAL X FDScleantech etf | $1,794 | -7.7% | 122 | 0.0% | 0.00% | 0.0% | |
| AQWA | GLOBAL X FDSclean wtr etf | $2,730 | +5.7% | 177 | 0.0% | 0.00% | 0.0% | |
| D | New | DOMINION ENERGY INC | $3,211 | – | 62 | +100.0% | 0.00% | – |
| DTM | DT MIDSTREAM INC | $1,686 | +0.4% | 34 | 0.0% | 0.00% | 0.0% | |
| VGIT | New | VANGUARD SCOTTSDALE FDSinter term treas | $3,344 | – | 57 | +100.0% | 0.00% | – |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $2,529 | – | 32 | +100.0% | 0.00% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $3,581 | – | 18 | +100.0% | 0.00% | – |
| ELY | TOPGOLF CALLAWAY BRANDS CORP | $1,985 | -8.2% | 100 | 0.0% | 0.00% | 0.0% | |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $1,541 | -14.4% | 163 | 0.0% | 0.00% | 0.0% | |
| SAM | BOSTON BEER INCcl a | $2,468 | -6.2% | 8 | 0.0% | 0.00% | 0.0% | |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $2,279 | -22.5% | 20 | -33.3% | 0.00% | 0.0% |
| ACAD | ACADIA PHARMACEUTICALS INC | $1,509 | +27.2% | 63 | 0.0% | 0.00% | 0.0% | |
| ABT | ABBOTT LABS | $3,271 | +7.7% | 30 | 0.0% | 0.00% | 0.0% | |
| ARKG | ARK ETF TRgenomic rev etf | $1,739 | +13.4% | 51 | 0.0% | 0.00% | 0.0% | |
| ARKQ | ARK ETF TRautnmus technlgy | $2,029 | +12.0% | 36 | 0.0% | 0.00% | 0.0% | |
| OHI | New | OMEGA HEALTHCARE INVS INC | $3,069 | – | 100 | +100.0% | 0.00% | – |
| ARKK | ARK ETF TRinnovation etf | $1,148 | +9.4% | 26 | 0.0% | 0.00% | – | |
| BNDX | New | VANGUARD CHARLOTTE FDStotal int bd etf | $978 | – | 20 | +100.0% | 0.00% | – |
| PXD | PIONEER NAT RES CO | $829 | +1.5% | 4 | 0.0% | 0.00% | – | |
| DHR | DANAHER CORPORATION | $480 | -5.0% | 2 | 0.0% | 0.00% | – | |
| VPL | Sell | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $70 | -65.7% | 1 | -66.7% | 0.00% | – |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $62 | -79.7% | 1 | -80.0% | 0.00% | – |
| AIEQ | Exit | ETF MANAGERS TRai powered eqt | $0 | – | -10 | -100.0% | 0.00% | – |
| SNX | TD SYNNEX CORPORATION | $1,128 | -2.9% | 12 | 0.0% | 0.00% | -100.0% | |
| PCY | New | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $78 | – | 4 | +100.0% | 0.00% | – |
| CNXC | CONCENTRIX CORP | $969 | -33.6% | 12 | 0.0% | 0.00% | -100.0% | |
| IYZ | ISHARES TR | $376 | -4.6% | 17 | 0.0% | 0.00% | – | |
| ICLN | ISHARES TRgl clean ene etf | $920 | -7.0% | 50 | 0.0% | 0.00% | – | |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $448 | -91.6% | 23 | -91.6% | 0.00% | -100.0% |
| EMB | New | ISHARES TRjpmorgan usd emg | $347 | – | 4 | +100.0% | 0.00% | – |
| VTRS | VIATRIS INC | $679 | +3.7% | 68 | 0.0% | 0.00% | – | |
| SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -8 | -100.0% | 0.00% | – |
| SUSA | New | ISHARES TRmsci usa esg slc | $843 | – | 9 | +100.0% | 0.00% | – |
| GXC | Exit | SPDR INDEX SHS FDSs&p china etf | $0 | – | -1 | -100.0% | 0.00% | – |
| BNDW | Exit | VANGUARD SCOTTSDALE FDStotal wld bd etf | $0 | – | -4 | -100.0% | 0.00% | – |
| WAB | Buy | WABTEC | $659 | +62.7% | 6 | +50.0% | 0.00% | – |
| AOR | Sell | ISHARES TRgrwt allocat etf | $258 | -82.8% | 5 | -83.3% | 0.00% | -100.0% |
| IUSB | Exit | ISHARES TRcore total usd | $0 | – | -7 | -100.0% | 0.00% | – |
| SUSC | New | ISHARES TResg awre usd etf | $228 | – | 10 | +100.0% | 0.00% | – |
| NBSE | Exit | NEUBASE THERAPEUTICS INC | $0 | – | -2 | -100.0% | 0.00% | – |
| TFI | SPDR SER TRnuveen blmbrg mu | $554 | -1.4% | 12 | 0.0% | 0.00% | – | |
| WKHS | WORKHORSE GROUP INC | $79 | -34.2% | 90 | 0.0% | 0.00% | – | |
| SLYV | New | SPDR SER TRs&p 600 smcp val | $78 | – | 1 | +100.0% | 0.00% | – |
| ZIMVIE INC | $248 | +55.0% | 22 | 0.0% | 0.00% | – | ||
| PYPL | PAYPAL HLDGS INC | $668 | -12.1% | 10 | 0.0% | 0.00% | – | |
| SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $207 | – | 6 | +100.0% | 0.00% | – |
| LUCID GROUP INC | $1,034 | -14.3% | 150 | 0.0% | 0.00% | -100.0% | ||
| MRNA | Sell | MODERNA INC | $3 | -98.1% | 0 | -100.0% | 0.00% | – |
| EAGG | New | ISHARES TResg awr us agrgt | $378 | – | 8 | +100.0% | 0.00% | – |
| ESML | New | ISHARES TResg aware msci | $427 | – | 12 | +100.0% | 0.00% | – |
| GME | GAMESTOP CORP NEWcl a | $291 | +5.1% | 12 | 0.0% | 0.00% | – | |
| GNOM | Sell | GLOBAL X FDSgenomic biotech | $958 | -49.5% | 79 | -48.7% | 0.00% | -100.0% |
| UBER | UBER TECHNOLOGIES INC | $950 | +36.1% | 22 | 0.0% | 0.00% | – | |
| New | TIDAL ETF TRunlimited hfnd | $1,135 | – | 55 | +100.0% | 0.00% | – | |
| Sell | GLOBAL X FDSgreen buildng et | $1,044 | -47.0% | 50 | -47.9% | 0.00% | -100.0% | |
| VOTE | New | ENGINE NO 1 ETF TRUSTtransfrm 500 etf | $620 | – | 12 | +100.0% | 0.00% | – |
| MJ | ETF MANAGERS TRetfmg altr hrvst | $383 | -15.1% | 128 | 0.0% | 0.00% | – | |
| VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $48 | – | 1 | +100.0% | 0.00% | – |
| CHTR | Exit | CHARTER COMMUNICATIONS INC Ncl a | $0 | – | -7 | -100.0% | -0.00% | – |
| KSS | Exit | KOHLS CORP | $0 | – | -160 | -100.0% | -0.00% | – |
| FNDA | Exit | SCHWAB STRATEGIC TRschwab fdt us sc | $0 | – | -1,140 | -100.0% | -0.02% | – |
| YUM | Exit | YUM BRANDS INC | $0 | – | -500 | -100.0% | -0.03% | – |
| FNDX | Exit | SCHWAB STRATEGIC TRschwab fdt us lg | $0 | – | -1,325 | -100.0% | -0.03% | – |
| EPP | Exit | ISHARES INCmsci pac jp etf | $0 | – | -2,700 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 6 | Q3 2023 | 23.4% |
| ISHARES TR | 6 | Q3 2023 | 11.7% |
| ISHARES TR | 6 | Q3 2023 | 9.3% |
| ISHARES TR | 6 | Q3 2023 | 8.7% |
| PROCTER AND GAMBLE CO | 6 | Q3 2023 | 7.9% |
| ISHARES TR | 6 | Q3 2023 | 6.2% |
| LCNB CORP | 6 | Q3 2023 | 6.4% |
| AMERICAN CENTY ETF TR | 6 | Q3 2023 | 7.1% |
| J P MORGAN EXCHANGE TRADED F | 6 | Q3 2023 | 7.5% |
| APPLE INC | 6 | Q3 2023 | 3.5% |
View Ritter Daniher Financial Advisory LLC / DE's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-11 |
View Ritter Daniher Financial Advisory LLC / DE's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.